Skip to content

How the referral workflow fits together

Refera brings new referrals into arrival order, shows the source wording and records staff-owned administrative work.

Open the current guide

Capture - brings connected referrals into one queue

Surface - reads the admin, quotes the rest

Draft - prepares the next administrative step

Grow - counts what actually arrived

Every worker is administrative

Administrative process-state only - Refera performs no clinical triage.

Administrative process-state only - Refera performs no clinical triage.

Examples are fictional and contain no patient information. Practice staff approve every external action. Refera never auto-sends or independently contacts patients.

Refera homeRequest practice accessOpen ReferaPrivacyTerms

[email protected]Product and setup support. The line uses an AI assistant; for a person, use the contact form or email.